Apple(US:AAPL) Feng Huang Wang·2025-10-22 01:27Core Insights - Apple's latest Vision Pro headset has made significant production adjustments, moving assembly to Vietnam while still relying on China for some components [1][2] - The shift in production reflects Apple's strategy to reduce dependence on Chinese manufacturing, particularly for products aimed at the U.S. market [1][2] Production Changes - The new Vision Pro, equipped with the M5 processor, is assembled in Vietnam, contrasting with the first-generation model which was made in China and featured the M2 processor [1] - It remains unclear whether all Vision Pro units are produced in Vietnam or if some configurations are still manufactured in China [2] Broader Manufacturing Strategy - Apple is diversifying its production locations, having moved a significant portion of iPhone manufacturing to India to avoid new tariffs on Chinese goods [2] - The company is also producing a majority of AirPods and Apple Watch in Vietnam, along with some iPads and HomePods [2] - Apple has expanded production to Thailand and Malaysia for certain Mac models and has reached an agreement with Indonesia to produce components for AirPods Max [2] - Additionally, Apple is increasing its domestic production in the U.S., planning to manufacture glass covers for all iPhones and Apple Watches sold globally [2]